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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,097 | $106,749+35.9% | $145,433-0.2% | $82,448+76.0% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 17.56% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $3,269 | $3,444-5.1% | $4,554-28.2% | $2,551+28.1% |
| Participant deferral / active EE | $10,268 | $6,519+57.5% | $7,897+30.0% | $4,139+148.1% |
| Admin fee / account holder | $675 | $8,390-92.0% | $13,129-94.9% | $7,234-90.7% |